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Meta Conversions API

The Meta Conversions API allows you to mark leads received from your Meta Lead Ads Integration as Qualified directly from Privyr. This data is sent back to Meta to optimise your ad targeting, decrease cost per result, and accurately measure campaign outcomes:

  • Optimised Ad Targeting: Your conversion data will be used to fuel Meta’s AI to locate and convert new customers more accurately
  • Cost Efficiency: Reduce your cost per result by allocating your ad budget more effectively toward high-potential customers based on your conversion data
  • Campaign Outcome Measurement: Gain a clearer understanding of which channels yield the best results, allowing you to focus on strategies that work

Meta Conversions API Integration & Optimisation Process

To fully integrate Meta’s Conversions API with Privyr and optimise your lead ads, you must complete the steps below:

  • PHASE 1: Initial Setup (No wait time)
    These steps can be completed quickly to get the integration running.
    1. Connect Meta Conversions API to Privyr
      View detailed instructions here
    2. Send an event to Meta via Privyr
      Send an event to Meta to verify that the integration is working. Successful events usually appear within a day.
  • PHASE 2: Data Collection (≥7 day wait time)
    After the initial setup, you’ll need to ensure Meta receives 7 days worth of data for analysis.
    1. Send events to Meta for 7 days
      You must total at least 7 days where an event is sent from Privyr to Meta. This does not have to be 7 days in a row.
  • PHASE 3: Configuration (No wait time)
    After data collection is completed, configure your sales funnel and tell Meta what to optimise on
    1. Configure your sales funnel
      View detailed instructions here
  • PHASE 4: Analysis & Learning (No action required) (3 – 7 week wait time)
    Meta will analyze and optimize your ads, and no action is required from you. This phase will take approximately 3 to 7 weeks in total.
    1. Funnel analysis
      Meta will analyse your Privyr data to confirm that leads are properly moving through your configured sales funnel. This can take up to 3 weeks.
    2. Learning phase
      Once your integration has passed the funnel analysis, there is a 2-4 week learning phase before the model finishes training with your data.

Once you have completed Phase 4: Learning Phase, go to your Meta Business Suite > Ads Manager > Optimisation & Delivery to enable Conversion Leads optimisation.

You can track your progress through each step of the 3 phases by navigating to Meta Business Suite > Events Manager > Data Sources > Select Your Connected Pixel > Settings Tab.

Connecting Meta Conversions API to Privyr

This is the first step needed to complete the full integration process with Meta Conversions API.

  1. Go to the Meta Conversions API page
  2. Click Login with Facebook
  3. If required, confirm the Facebook Profile that you want to continue with
  4. When prompted to Connect Privyr to Facebook, click Next
  5. When prompted to Confirm settings, select the Business Portfolio and Meta Pixel that you want to connect to Privyr, then click Continue
  6. When asked What is Privyr allowed to do, enable all options and click Next
  7. Once complete, click DONE to return to Privyr. If you complete the steps successfully, you will see a Connected status as well as your connected Meta Business Portfolio Account, Pixel Name and ID.

After setting up your connection, please continue with the remaining steps in the process. Completing this step alone will not optimise your Meta Lead Ads.

Log in with Facebook via Privyr’s Meta Conversions API page
Successful Setup

Marking Meta Leads as Qualified on Privyr

To mark leads as Qualified, you must be connected to the Meta Lead Ads integration and Meta Conversions API. If you have not set up the connection, please follow the guide on Connecting to Meta Lead Ads and Connecting Meta Conversions API to Privyr.

Once you’ve set up your Meta Lead Ads integration and Meta Conversions API, you can mark your leads as Qualified directly from your client’s details on Privyr’s website and the mobile app:

  1. View the client details of the lead that you want to mark as Qualified
  2. Click the Meta Conversion Status field
  3. Click the option to Mark as Qualified
  4. Once the lead has been successfully marked as Qualified, the field will display the date that it was marked

Configuring your Privyr Sales Funnel in Meta

This step informs Meta about your sales funnel and which lead stage to optimise on. You must have admin access in your Meta Business Manager suite to complete this section.

  1. Go to Meta Business Suite > Events Manager > Your Connected Pixel > Settings
  2. If you have successfully completed all of the previous tasks, you should see a prompt to Configure sales funnel. Click Continue.
  3. When configuring your sales funnel, complete the following actions at each step:
    1. Invite Teammate:
      • If you are configuring this yourself, skip this step
    2. Configure funnel stages:
      • Add INITIAL_LEAD and QUALIFIED_LEAD to Positive stages
      • Click Next
    3. Optimisation target:
      • Uncheck INITIAL_LEAD
      • Check QUALIFIED_LEAD
      • Click Finish
Events Manager > Your Connected Pixel > Settings > Configure Sales Funnel
Configure Sales Funnel Step: Configure Funnel Stages
Configure Sales Funnel Step: Optimisation Target

Once you’ve successfully configured your sales funnel, you will have completed the main steps of the integration and the final steps will be handled by Meta. Do not change Pixels after this step, as this will start a new integration and restart the training process.

Updated on October 29, 2024